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Operations Management Support

Triumph Financial
$73,734.00 - $110,601.00 / yr
United States, California, San Diego
May 06, 2025
Job Description

Position Summary: The Operations Management Support - Supply Chain Finance role is responsible for the development of training content, reporting, auditing, procedures, practices, and processes for the Operations Division. This role focuses on identifying and implementing improvements in structural, technical, and procedural areas to align with risk management protocols and business objectives.

Essential Duties & Responsibilities

  • Assist with development, best practices, company policies, and service excellence standards.

  • Establish quantitative and qualitative metrics, guidelines, and standards to evaluate the company's efficiency and effectiveness; identify opportunities for improvement.

  • Review employees' work quality through conducting quality control assessments and proactively present to management.

  • Make recommendations to AVP/VPs for performance improvement and participate in the disciplinary action process as necessary.

  • Monitor team levels, workloads, scheduling, and staffing.

  • Assist in interviewing and recruiting processes and the training activities for the team.

  • Ensure engagement and understanding of objectives through checkpoint meetings, goal setting, coaching, feedback, and assist in conducting performance reviews, if necessary.

  • May maintain a small client portfolio. Analyze portfolio performance and ensure timely submission of client funding requests. Purchasing authority limit determined by department position.

  • Provide outstanding customer service by serving well, internally and externally, while maintaining operational controls to prevent portfolio loss exposure.

  • Maintain ongoing client relationships and manage troubled accounts, staying informed on business changes, negotiating, and problem-solving to keep these accounts out of legal.

  • Develop and maintain training materials related to operations.

  • Attend portfolio review meetings or review notes as needed to provide team direction and assist in maintaining strong control procedures to mitigate loss exposure.

  • Analyze call trends and document reasons for call volume.

  • Attend monthly special loss reserve meetings and handle write-offs approved by management.

  • Review write-off trends to improve operational performance shortfalls.

  • Maintain quality service by establishing and enforcing organization standards.

  • Prepare reports by collecting, analyzing, and summarizing information.

  • Effectively communicate with team members, staff, debtors, clients, and senior management.

  • Manage the team's resolution of disputes, open credits, post verifications, and confirmations on accounts as needed.

  • Assist in maintaining portfolio delinquency <5% and overall turn <35 days, predominantly through ongoing portfolio review and analysis, resulting in team management and direction.

  • Have a strong understanding of the Risk Management Program and apply protocol based on client risk rating, including maintaining strong control procedures to mitigate loss exposure.

  • Assist in analyzing the portfolio to ensure collateral risk is minimized and all proper documentation is in place (e.g., debtor contracts, proper invoicing, NOAs in place, etc.).

  • Complete and schedule state and facilities mandated training.

  • Compliance review of non-traditional freight broker audits.

  • Maintain records and reporting for attendance, expenses, evaluations, and general reporting.

  • Organize all office-related events.

  • Perform other duties as assigned by VP.

Experience & Education

  • Bachelor's Degree or some college is preferred.

  • 5 years of freight, transportation, and/or logistics industry experience is required.

  • Previous experience as a business operations analyst; with skills in problem solving, general consulting, project management, process improvement, client relationships and reporting is strongly preferred.

Skills & Abilities Required

  • Proficient in Microsoft Office suites.

  • Outstanding communication skills, both written and verbal.

  • Must be able to work at a fast pace with a high degree of accuracy.

  • Strong project management and organizational skills, with ability to multi-task.

  • Ability to work well with people from many different disciplines with varying degrees of technical experience.

Work Environment

The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

  • Ability to work in a confined area.

  • Ability to sit at a computer terminal for an extended period. Occasional stooping or kneeling may be necessary.

  • While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

  • Specific vision abilities are required by this job due to computer work.

  • Light to moderate lifting is required.

  • Regular, predictable attendance is required.

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